Revenue dashboards
KPIs, or key performance indicators, show the high-level health of your subscription business over time. They're extremely useful in understanding revenue growth, trends, and potential.
Recharge's KPIs break down the active and inactive subscriber count so you are always aware of how many subscribers you have and are able to be aware of any positive or negative trends, based on sales or market exposure.
Revenue Overview
The Overview dashboard provides key insights into your new sales and recurring revenue. With the Overview dashboard, you can examine how your business is performing, and keep track of the refunds you’re processing.
This dashboard is available to all merchants.
Filters
Use the Date Granularity option to segment your data by days, weeks, months, or quarters.
Use the Date Range option to set the time frame for your data.
Available metrics
View available metrics
|
Metric |
Definition |
|
Total Sales |
Displays the total dollar amount for all sales processed with the specified date range. The Total Sales amount is calculated by subtracting the refund amount processed from the Gross Sales processed in the specified date range. |
|
Recurring Sales |
Displays the percentage of the Total Sales that were processed from recurring charges. |
| Avg Checkout Charge |
Displays the average dollar amount customers pay at the checkout. This metric is calculated by dividing the Total Sales processed by the number of checkout charges processed in the specified date range. |
| Avg Recurring Charge |
Displays the average recurring charge amount that customers were charged in the specified date range. This metric is calculated by dividing the Total Sales processed by the number of recurring charges processed in the specified date range. |
| Total Sales: Recurring vs Checkout | Compares the daily Total Sales amount processed via the checkout versus the Total Sales amount processed through recurring orders. |
| Total Refunds |
Displays the total dollar amount refunded in the specified date range. |
| Checkout Refunds |
Displays the total dollar amount refunded for checkout orders in the specified date range. |
| Avg Checkout Refund |
Displays the average dollar amount refunded for orders processed through the checkout. |
| Avg Recurring Refund |
Displays the average dollar amount refunded for recurring orders. |
|
Total Refunds: Recurring vs Checkout |
Compares the daily dollar amount refunded for checkout orders versus the dollar amount refunded for recurring orders. |
Revenue Planning
The Revenue Planning metrics allow you to forecast sales trends for your business and prevent charge errors before they occur.
This dashboard is available to all merchants.
Available metrics
View available metrics
|
Metric |
Definition |
|
Est. Revenue - 7 Days |
Displays the total amount to potentially be charged from your active customers over the next 7 days. |
|
Est. Revenue - 30 Days |
Displays the total amount to potentially be charged from your active customers over the next 30 days. |
| Est. Revenue - 90 Days |
Displays the total amount to potentially be charged from your active customers over the next 90 days. |
| Total Estimated vs Historical Revenue |
Compares the estimated revenue for each time period with the historic revenue for the same time period. |
| Estimated Error Revenue - 7 Days |
Displays the total dollar amount that will not be processed in the next 7 days due to an error. Review Card declines and order errors for more information on identifying and troubleshooting these orders. |
|
Estimated Error Revenue - 30 days |
Displays the total dollar amount that will not be processed in the next 30 days due to an error. Review Card declines and order errors for more information on identifying and troubleshooting these orders. |
|
Estimated Error Revenue - 90 days |
Displays the total dollar amount that will not be processed in the next 90 days due to an error. Review Card declines and order errors for more information on identifying and troubleshooting these orders. |
| Estimated Error Revenue |
Compares the total dollar amount that will not be processed in the next 7, 30, and 90 days due to an error. |
Revenue KPIs
The KPI dashboard allows you to compare key metrics across both one-time purchases in your eCommerce platform, and subscription purchases in Recharge. With this dashboard you can:
- Compare one-time and subscription business purchases to understand current business trends.
- Make informed advertising decisions with insights into the type of customers that prefer subscriptions or one-time products.
- Understand the purchase pattern of your customers.
- Drill down and export store data at both the customer and order level.
This dashboard is exclusively available to Recharge Pro merchants.
Filters
Use the Include External Onetimes if you are a Shopify merchant and would like to remove one-time orders from your data.
Use the Timeframe option to set the date range for your data.
Available metrics
View available metrics
|
Data groupings |
Metric |
Definition |
|
Subscription and Onetime Combined These data points relate to subscription orders processed in Recharge, and one-time orders processed in your eCommerce platform over the past 12 complete months.
|
Gross Sales |
Total amount of sales processed over the past 12 complete months. |
|
Orders per Customer |
The average number of orders a customer will place in their lifetime as a customer. |
|
|
ACV (Avg Customer Value) |
The average amount a customer will spend in their lifetime for both subscription and one-time orders. |
|
|
Subscription Only These data points relate to your subscription data only and are based on information from orders processed in Recharge over the past 12 complete months.
|
Active Customers |
The total number of customers with one or more active subscriptions as of yesterday. |
|
Active Subscriptions |
The total number of active subscriptions as of yesterday. |
|
|
Monthly Churn Rate |
The percentage of customers who've canceled their subscription in the past complete month. |
|
|
MRR (Monthly Recurring Revenue) |
The average revenue for the last complete month. |
|
| Estimated Error Revenue |
Compares the total dollar amount that will not be processed in the next 7, 30, and 90 days due to an error. |
|
| KPIs Subscription and Onetime |
Compares KPIs based on Onetime, Subscription, and Onetime and Subscription Only. |
|
|
Gross Sales |
Compares the monthly gross sales between the three different customer categories. |
|
| Customers |
Customers are segmented into the following three categories to better understand purchasing behavior:
Customer categories are based on orders placed on or after August 1st, 2019. |
|
|
Average Customer Value (ACV) |
A comparison of the ACV between the three different customer categories. |
|
|
Customer Order Sequence |
The average customer's journey over their first five orders. This metric provides insights into customers who are switching from subscriptions to one-time products, or vice-versa, or customers who are dropping off after their first order. |
Support
Reach out to the Recharge support team if you have any questions about how to interpret the data, or join our weekly office hours on Mondays at 12 PM PDT for a demo by visiting Enhanced Analytics Weekly.
Didn’t find what you’re looking for?
Contact us